Font size
WorksheetsQUIZ BEELIS - SALES PROCESS
Total questions: 20
Worksheet time: 12mins
Agent should have atleast 10 prospects per week to close 1-2 sales.
TRUE
FALSE
Prospecting is the lifeblood of your business. If you don’t learn and do it regularly your business shuts down.
TRUE
FALSE
Asking for referrals is another way of getting prospects.
TRUE
FALSE
Potential Sources of Prospects (Select ALL that apply)
NEIGHBORS
SCHOOL MATE
EXISTING CLIENTS
OFFICEMATES
In setting the appointment, the primary objective is to secure an appointment and not to make a sale.
TRUE
FALSE
Another powerful source of prospecting is via Social Media. Agent can post in FB about the claim of his/her client
TRUE
FALSE
Agents can ask their friends to give him/her prospects and share the commission in return.
TRUE
FALSE
In setting the appointment, it is always the client who should recommend the date of the meeting.
TRUE
FALSE
What are the four needs based on Life Stage Financial Planning. (ALL CAPITAL LETTERS & SEPARATED BY COMMA)
(a)
What is the 4th stage in the Life Stages?
YOUNG SINGLE PROFESSIONAL
PRE-RETIRED
BUILDING A FAMILY
PROUD PARENTS
The Agent should always identify the needs of the client before generating a proposal.
TRUE
FALSE
When is the right time to close the sale? Select all that applicable.
When you have uncovered the prospect’s need and established the problem.
When you have answered the prospect’s questions and addressed his fears which were expressed as objections.
When you have recommended the solution and the prospect understands the proposal.
When the prospects says that he will think about it first.
You can use an impending change as a lever. For example, if the prospect’s birthday is approaching soon you could say,” If we apply for this now you will have the benefits of lower rates. Next month, the rates will be higher because of your age change.”
TRUE
FALSE
In this fear, “WHAT IF I DON’T REACH 60?” What can be the Solution that we can offer to the client?
DISABILITY/CRITICAL ILLNESS
LIFE INSURANCE VALUE
RETIREMENT PLAN
EDUCATION FUND
What is the first step in doing sales presentation? ( ANSWER IN ALL Capital LETTERS)
(a)
The service to the client starts after closing the sales.
TRUE
FALSE
The Agent should discuss the policy upon policy delivery
TRUE
FALSE
Dissatisfied customer tell an average of ten other people about their bad experiences and most likely will not recommend you.
TRUE
FALSE
Standard Client Service. Select all that applies.
Personally remind clients of their payment a month before due date.
Personally remind clients of their payment a month before due date.
Giveaways during the holidays.
Send birthday greetings
Clients who receive satisfactory service are more likely to buy again from the same.
TRUE
FALSE
